FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.46B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$143M
3
+$138M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$132M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$103M

Top Sells

1
+$7.83M
2
+$5.38M
3
+$3.84M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.54M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.42M

Sector Composition

1 Healthcare 3.3%
2 Financials 3.27%
3 Technology 3.2%
4 Consumer Discretionary 1.09%
5 Communication Services 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$396K 0.01%
2,403
352
$395K 0.01%
5,139
-2
353
$392K 0.01%
815
+5
354
$392K 0.01%
2,350
355
$390K 0.01%
4,610
356
$390K 0.01%
4,803
+90
357
$389K 0.01%
21,805
358
$387K 0.01%
1,320
+312
359
$386K 0.01%
+15,829
360
$385K 0.01%
2,831
+28
361
$385K 0.01%
10,810
362
$384K 0.01%
3,947
+2
363
$383K 0.01%
4,579
-6
364
$382K 0.01%
12,093
-9
365
$376K 0.01%
2,325
-1
366
$376K 0.01%
5,139
-3
367
$376K 0.01%
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368
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369
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3,803
370
$374K 0.01%
6,134
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371
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2,920
-150
372
$372K 0.01%
9,047
+5
373
$371K 0.01%
14,172
+1,425
374
$371K 0.01%
6,241
-40
375
$370K 0.01%
3,305
-1
13 14
15
16 17